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145: Ideas to Implement - Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team
The Efficient Advisor: Tactical Business Advice for Financial Planners
Creating a 'Guided Responses' Cheat Sheet for Improved Client Service and Team Empowerment
Learn how to improve client service and empower your team by creating a cheat sheet of guided responses. Discover the importance of co-creating the cheat sheet with your team and maintaining a centralized location for easy updates.
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